SFSG
FDS icon

Sound Financial Strategies Group’s Factset FDS Stock Holding History

Sound Financial Strategies Group’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$696K Buy
+1,556
New +$696K 0.59% 68
2021
Q2 		– Sell
-1,816
Closed -$560K – 100
2021
Q1 		$560K Sell
1,816
-27
-1% -$8.33K 0.29% 62
2020
Q4 		$613K Buy
+1,843
New +$613K 0.34% 47